​
Overview

Automations in Obeya Cloud follow a simple When / Then pattern: when something happens, then do something. Automate status changes, notifications, assignments, item creation, and more — without writing any code.

​
Creating an Automation

1

Open Automations

Navigate to your board and click the Automations icon (lightning bolt) in the toolbar, or go to Board Settings > Automations.
2

Choose a Trigger (When)

Select what event starts the automation. For example: “When status changes to Done”.
3

Add Conditions (If)

Optionally add conditions to filter when the automation should run. For example: “If priority is High”.
4

Define Action (Then)

Choose what happens when the trigger fires. For example: “Then notify the project manager”.
5

Activate

Toggle the automation on and it will start working immediately.

​
Triggers (When)

TriggerDescription
Status changesWhen a status column changes to a specific value
Item createdWhen a new item is added to the board
Item movedWhen an item is moved to a different group
Column value changesWhen any column value is updated
Date arrivesWhen a date column reaches today (or X days before/after)
Form submittedWhen a form linked to this board receives a submission
Sub-item completedWhen all sub-items of an item are marked as done
Every time periodRecurring trigger (daily, weekly, monthly)
Webhook receivedWhen an external webhook hits the automation endpoint

​
Actions (Then)

ActionDescription
Change statusSet a status column to a specific value
Assign personAdd or change the assignee
Send notificationNotify specific people or channels
Send emailSend a custom email to specified addresses
Create itemCreate a new item on this or another board
Move itemMove the item to a different group or board
Archive itemArchive the item
Set valueSet any column to a specific value
Create sub-itemAdd a sub-item to the triggering item
Call webhookSend an HTTP request to an external URL

​
Example Automations

When an item is created in the “Bugs” group, then assign it to the QA lead and set priority to “Medium”.
When a due date arrives in 2 days, then notify the assignee via email and in-app notification.
When all sub-items have status “Done”, then change the parent item status to “Done”.
When an item status changes to “Ready for Review”, then call a webhook to post in the #dev-reviews Slack channel.
Every Monday at 9 AM, create a new item called “Weekly Standup Notes” in the “Meetings” group.

​
Conditions (If)

Add conditions to make automations smarter. Conditions support the same operators as filters: 
When: Status changes to "Done"
If: Priority is "Critical" AND Assignee is not empty
Then: Send email to project-manager@company.com
Multiple conditions can be combined with AND/OR logic.

​
Automation Log

Every automation execution is logged. View the log from Automations > Activity Log to see:
  • When each automation ran
  • What triggered it
  • What actions were performed
  • Whether it succeeded or failed (with error details)
Automations can trigger other automations (cascading). Be careful to avoid infinite loops. Obeya Cloud will automatically stop a cascade after 10 levels and notify you.

​
Limits

PlanAutomations per BoardExecutions per Month
Free5250
Pro255,000
BusinessUnlimited25,000
EnterpriseUnlimitedUnlimited
Automation executions are counted per action performed, not per trigger. A single trigger with 3 actions counts as 3 executions.